About Geraldine Carter

Geraldine Carter helps overworked CPAs create the accounting firm and the life they have always wanted.

Now that we have the SEO text out of the way, here’s me in regular English.

How did you get to coaching CPAs?

I was coaching a variety of business owners when two CPAs reached out simultaneously to ask if I could help them with their businesses.

But you’re not a CPA, right?

Nope. Tax gives me hives. I speak 3 languages; tax is not one of them.

Connect the dots then?

Here’s the string you need: I have a degree in Civil & Environmental Engineering from Cornell University. I think in numbers and formulas.

When I co-founded a company in 2008, I fell into managing the money and the operations because of my background. That’s how I came to appreciate accounting.

I bring the perspective of the buyer (your client) to the table. I know what it’s like to be in your client’s shoes because I’ve paid half a dozen bookkeepers, accountants, and CPAs.

How long have you been coaching CPAs?

Since 2016.

What was the company you co-founded?

Climate Ride. It’s granted more than $13M to support conservation, climate, sustainability, and active transportation. It’s awesome – check it out.

What else has shaped your worldview?

For ten years, I guided adventures for a luxury travel company. I have been to all seven continents and 50+ countries. I carry a French passport; it came in handy. My academic education was excellent, but nothing taught me more than spending time in faraway places.

Other fun facts?

Generally, I like to see what I’m made of, so I test myself. Some favorite results:

1. Five marathons, including Boston at 3:36

2. New Zealand Ironman, at 12:02:53

3. Rubik’s Cube in 2:19s

I used to be quite the go-getter and still have my moments. But mostly, life is mellower – I live in the mountains of Idaho, where I’m either running in the forest or after my two small kids.